DRAFT Solicitation: Training and Instructional Support Services
ID: ACQ-25-0170-PSNType: Presolicitation
Overview

Buyer

COMMERCE, DEPARTMENT OFUS PATENT AND TRADEMARK OFFICEDEPT OF COMMERCE PTOALEXANDRIA, VA, 22314, USA

NAICS

Professional and Management Development Training (611430)

PSC

EDUCATION/TRAINING- OTHER (U099)

Set Aside

8(a) Set-Aside (FAR 19.8) (8A)
Timeline
  1. 1
    Posted Jan 31, 2025, 12:00 AM UTC
  2. 2
    Updated Apr 1, 2025, 12:00 AM UTC
  3. 3
    Due Not available
Description

The U.S. Patent and Trademark Office (USPTO) is seeking contractor support for Training and Instructional Support Services aimed at enhancing the effectiveness of patent examiners and staff. The procurement focuses on providing comprehensive training on automation and desktop tools through both classroom and eLearning modalities, ensuring compliance with federal accessibility standards. This initiative is critical for fostering innovation and improving workforce capabilities within the USPTO, which plays a vital role in U.S. competitiveness. Interested vendors should note that this is a presolicitation notice, and a formal solicitation will be posted on SAM.gov, with no proposals being accepted at this time. For inquiries, potential offerors may contact Robert Garske at robert.garske@uspto.gov or Kelly Gustafson at kelly.gustafson@uspto.gov.

Point(s) of Contact
Files
Title
Posted
Apr 1, 2025, 4:05 PM UTC
The document outlines a government solicitation for commercial items by the U.S. Patent and Trademark Office (USPTO), referenced as solicitation number 1333BJ25R00150009. It is designed to procure services focused on Task Areas at various regional offices and headquarters, specifically addressing the Alexandria and Dallas regions, among others. The solicitation is set for small businesses, including those designated as HUBZone, Service-Disabled Veteran-Owned, and Women-Owned. The procurement seeks submissions due by April 8, 2025, with potential contracts covering a period from May 16, 2025, to May 15, 2030, and options for extensions. The contract structure includes various task areas categorized under time and materials pricing, ensuring flexibility in service delivery. Furthermore, the USPTO requires that contractors adhere to relevant Federal Acquisition Regulation (FAR) clauses, reflecting compliance and transparency. The solicitation emphasizes the government’s commitment to supporting small businesses while fulfilling its operational needs. By organizing the procurement into distinct task areas over multiple years, the USPTO aims to secure the required services efficiently while fostering an inclusive contracting environment.
The U.S. Patent and Trademark Office (USPTO) seeks contractor support for Training and Instructional Support Services, as outlined in the Performance Work Statement (PWS) dated January 28, 2025. The initiative aims to enhance the effectiveness of patent examiners and staff through comprehensive training on automation and desktop tools. Key tasks include providing both classroom and eLearning instructional services, developing training materials, and ensuring compliance with Section 508 standards. The contractor will assist in delivering high-quality training through various modalities, including virtual platforms and in-person sessions. Deliverables encompass instructional design, training evaluations, and the maintenance of training records. The period of performance spans one year, with four optional extension periods, wherein quality control measures will be established to guarantee adherence to specifications. Administrative requirements focus on timely reporting, responsive communication with government representatives, and the provision of government-furnished equipment. The successful contractor must ensure staff training on USPTO systems and adhere to a planned transition strategy for operational continuity. The overarching purpose of this contract is to reinforce USPTO's mission of fostering U.S. innovation and competitiveness through effective training programs.
Apr 1, 2025, 4:05 PM UTC
The document outlines various labor categories for contractor roles in a government project, including job duties and qualifications, primarily focused on instructional design and training staff. Key positions include the Program Manager, who oversees complex service contracts; Instructional Designers, responsible for creating effective training materials; and multiple Instructor/Trainer roles, each with specific expertise and teaching responsibilities. Additionally, technical roles such as Database Administrators and Graphic Designers are detailed, emphasizing the importance of collaboration, training logistics, and maintaining quality standards. Each category specifies required educational backgrounds and years of experience to ensure skilled personnel involvement. This structure helps contractors assess staffing requirements for compliance with project needs, aligning with the objectives of federal and local RFPs. The document serves as a reference for contractors to align their staffing expertise with government service delivery requirements, ensuring effective program implementation and resource management.
Apr 1, 2025, 4:05 PM UTC
The document outlines a comprehensive list of automation training tools utilized by the United States Patent and Trademark Office (USPTO) for internal staff instruction and support. It details various hardware and software solutions, ranging from Adobe Acrobat for document management to specialized USPTO internal systems like the Patents-End-To-End software suites aimed at enhancing workflow for examiners. Other tools included are Microsoft Office applications, collaboration software like Microsoft Teams and WebEx, and telework applications that facilitate remote operations. The training services encompass classroom, virtual instruction, and material development, with an emphasis on adaptability to evolving agency needs. This catalog of tools indicates the USPTO's commitment to equipping its workforce with the necessary skills to efficiently handle their roles amidst technological changes and supports ongoing training requirements as mandated in federal RFPs.
The Information Technology Resource Provider (ITRP) program at the USPTO offers automation training and support services, adhering to best practices under the Office of Information Technology for Patents (OITP) Automation Training Services (ATS). The program aims to enhance the skills of patent examiners and staff by providing targeted training on various technologies, including the Patents End-to-End (PE2E) system, Microsoft Office applications, and collaboration tools. In FY24, ITRPs conducted 407 classes with an attendance of 6,078 participants, highlighting a significant focus on search strategy training and immediate support services. Key outcomes include the delivery of 7,653 assists, the development of new instructional materials, and the implementation of face-to-face assistance. The program also expanded its reach through 19 in-person sessions and the creation of several new classes centered around contemporary tools like artificial intelligence for search strategies. Additionally, strategic training for new patent examiners remains a priority, with the program enhancing ongoing professional development opportunities. Overall, the ITRP program underscores the USPTO's commitment to fostering a proficient workforce equipped to navigate modern patent processes efficiently.
This document outlines the reporting and deliverables requirements for a contractor under a federal program. It specifies various reports to be generated in defined formats (predominantly MS Excel and MS Word) with set timelines, including a kick-off meeting scheduled within five business days of the award. Weekly project status updates are mandated, and a comprehensive periodic report reflecting the Integrated Training Reporting Program (ITRP) is required monthly, quarterly, and annually, detailing aspects like staff training, class attendance, and assists provided. Training deliverables encompass needs assessments, learning objectives, lesson plans, and the development of training materials. There are specific roles and responsibilities allocated for maintaining documentation consistency. The structured reporting ensures accountability in delivering training and monitoring progress. The overall purpose of this document is to ensure compliance, transparency, and accuracy in training-related services provided to the USPTO, supporting efficient operational processes within the federal framework.
The Quality Assurance Surveillance Plan (QASP) for the United States Patent and Trademark Office (USPTO) outlines the framework for monitoring contractor performance in delivering training and instructional support services. This plan is designed to ensure high-quality training for patent examiners, emphasizing both virtual and in-person instruction. It describes the roles of USPTO personnel and contractor staff, stressing the importance of compliance with established quality assurance standards. The document details various surveillance methods, including random sampling and 100% inspection, to assess contractor performance against defined standards. It specifies the responsibilities of key personnel, such as the Contracting Officer and Contracting Officer's Representative, ensuring effective oversight. The QASP emphasizes continuous improvement through the resolution of performance issues, documentation of findings, and regular reporting. This structured approach aims to maintain high-quality training content, adhere to compliance standards, and support the USPTO's mission in advancing patent examination capability. Overall, the QASP serves as a critical tool for ensuring contractor accountability and effective training outcomes aligned with USPTO objectives.
This document outlines the Government Furnished Equipment (GFE) and software access provided to contract staff under federal agreements, specifically for Information Technology Resource Professionals (ITRPs). It specifies the equipment available at contract award, including items for onboarding such as a PIV badge and a universal laptop with accessories, as well as telework software essential for remote access. It details the PTONet Accounts, which include essential software and accounts like Microsoft Office Suite, WebEx, and the Patent Examiner’s Toolkit. Additionally, it mentions automation training tools and access to various databases and shared drives pertinent to ITRPs. For onsite ITRPs in regional offices, the document lists additional office equipment and furniture provided, ensuring a conducive work environment. Key points include the temporary nature of equipment allocations, with potential adjustments during the contract's duration. This attachment serves as a general reference, reinforcing that all contract terms are applicable, and emphasizes the importance of resource availability to fulfill the agency's operational needs efficiently.
Apr 1, 2025, 4:05 PM UTC
The document outlines the procurement details for Training and Support Services under a Time and Materials (T&M) contract type. It includes an estimated timeline for the base year and four option years, spanning from May 16, 2025, to May 15, 2030, with a provision for a six-month extension. Currently, the financial projections for all years, including the direct labor rates for various labor categories such as Program Managers, Database Administrators, and Instructional Designers, are recorded as $0.00, indicating that no specific costs or estimates have been determined. The document incorporates sections such as an Independent Government Cost Estimate and Market Research, reinforcing the need for budgetary and market analysis before contract finalization. Notably, all reported figures and labor categories lack quantitative data, suggesting this document is in a preliminary phase. Such templates often serve to structure RFPs (Request for Proposals) and grant applications, ensuring completeness and compliance with federal procurement regulations. Overall, this document serves as a foundational template for public sector contracting related to training and support services.
Apr 1, 2025, 4:05 PM UTC
The document outlines the requirements for submitting a Past Performance Questionnaire (PPQ) related to the Training & Instructional Support Services under RFP # 1333BJ25R00150009. A designated past performance reference must complete and sign the PPQ, then email it to specified USPTO contacts. The evaluation criteria for past performance include technical quality, schedule timeliness, cost control, management practices, small business subcontracting, and regulatory compliance. Each criterion is scored from Exceptional to Unsatisfactory, requiring a narrative explanation for ratings other than Not Applicable. Key considerations for each category guide the evaluation process, addressing aspects like compliance with project requirements, performance metrics, proactive management, and small business opportunities. This structured approach aims to ensure that the contractor's previous experience is assessed comprehensively, reflecting their capability for effective performance in future contracts, which is crucial in the context of federal and state contracts. The document emphasizes transparency and accountability in evaluating contractors' past performance.
Jan 31, 2025, 6:04 PM UTC
The U.S. Patent and Trademark Office (USPTO) is seeking contractor support for information technology training, specifically targeting 8(a) certified small businesses under NAICS Code 611430. The Office of Information Technology for Patents (OITP), particularly its Automation Training Services (ATS) and Digital Media Services (DMS) divisions, focuses on enhancing patent quality and examiner effectiveness through various training modalities. ATS provides comprehensive training on mission-critical automation and software tools for patent staff, while DMS delivers multimedia production services, including support for web-based communications and computer-based training development. The anticipated contract is a time and materials type and is expected to be posted for solicitation by February 21, 2025. Interested eligible firms are encouraged to request a copy of the solicitation to participate in this government contract opportunity.
Feb 13, 2025, 6:06 PM UTC
The U.S. Patent and Trademark Office (USPTO) seeks contractor support specializing in information technology training, specifically through its Office of Information Technology for Patents (OITP). The solicitation is limited to certified 8(a) small business participants under NAICS Code 611430 for Professional and Management Development Training. The OITP focuses on enhancing patent quality and examiner efficiency via software development, training services, and automation, split between two divisions: Automation Training Services (ATS) and Digital Media Services (DMS). ATS provides training for Patent Examiners in critical patent automation and desktop tools, ensuring sessions comply with accessibility standards. DMS offers multimedia production services, including virtual event support and computer-based training design, adhering to federal compliance requirements. The anticipated contract will be time and materials-based, with the solicitation expected to be released around March 7, 2025, available on Sam.gov. Interested vendors do not need to express initial interest, as all details will be provided in the official solicitation. This procurement aims to improve USPTO training capabilities and operational effectiveness among its staff.
The U.S. Patent and Trademark Office (USPTO) seeks contractor support for Training and Instructional Support Services to enhance patent quality and examiner effectiveness. This acquisition, outlined in the Performance Work Statement (PWS), focuses on two specific divisions: Automation Training Services (ATS) and Digital Media Services (DMS). ATS provides tailored training and support for patent automation tools through classroom instruction and eLearning, ensuring compliance with federal accessibility standards. DMS offers multimedia production services, including the development of engaging eLearning content and support for virtual events. The contractor will be responsible for instructional design, delivering training, providing administrative support, and evaluating training effectiveness. Key labor categories include Program Managers, instructional designers, and trainers, with a requirement to maintain records and manage databases related to training activities. Transition-in and transition-out plans must be detailed to ensure a seamless shift in services without disruption. Overall, this RFP highlights the USPTO's commitment to fostering innovation and enhancing workforce capabilities through effective training solutions while adhering to strict compliance and quality assurance measures.
Lifecycle
Title
Type
Presolicitation
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